Trust Point Inc’s Salesforce CRM Stock Holding History

Trust Point Inc’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$485K	Buy	3,093 +202	+7%	+$35.5K	0.04%	232
2026 Q1	$540K	Sell	2,891 -674	-19%	-$140K	0.05%	228
2025 Q4	$944K	Sell	3,565 -254	-7%	-$63.1K	0.07%	127
2025 Q3	$905K	Sell	3,819 -182	-5%	-$45.9K	0.07%	129
2025 Q2	$1.09M	Sell	4,001 -233	-6%	-$62.3K	0.1%	103
2025 Q1	$1.14M	Sell	4,234 -2,148	-34%	-$668K	0.1%	108
2024 Q4	$2.13M	Sell	6,382 -336	-5%	-$107K	0.15%	70
2024 Q3	$1.84M	Buy	6,718 +1,744	+35%	+$447K	0.14%	77
2024 Q2	$1.28M	Sell	4,974 -452	-8%	-$121K	0.1%	106
2024 Q1	$1.63M	Sell	5,426 -79	-1%	-$22.8K	0.13%	84
2023 Q4	$1.45M	Buy	+5,505	New	+$1.25M	0.12%	95

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Trust Point Inc's CRM Position: Q2 2026 in Review

Trust Point Inc increased its Salesforce (CRM) stake by 7% in Q2 2026, buying an estimated $35.5K and bringing the position to 3,093 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #232.

Trust Point Inc first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.13M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Trust Point Inc held 3,093 shares of Salesforce worth $485K as of Q2 2026.
Trust Point Inc bought 202 Salesforce shares in Q2 2026, an estimated $35.5K.
Salesforce made up 0.04% of Trust Point Inc's portfolio in Q2 2026, its #232 holding.
Trust Point Inc first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's Salesforce position peaked at $2.13M in Q4 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.